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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-19 |
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2022 | 12/2025 |
| Horsham Athletic Club | Horsham | PA | 04/2017 | 07/2017 |
| Cantina Feliz | Fort Washington | PA | 05/2018 | 01/2019 |
| Cormis Partnership | Blue Bell | PA | 05/2019 | 08/2019 |
| Eisenberg, Rothweiler, Winkler, Eisenberg & Jeck, P.C. | Philadelphia | PA | 07/2020 | 09/2020 |
| Levy Wealth Management Group | Philadelphia | PA | 05/2021 | 07/2021 |
| Germantown Academy | Fort Washington | PA | 09/2014 | 06/2018 |
| University Of Pennsylvania | Philadelphia | PA | 08/2018 | 05/2022 |
| Atlas College Marketing Group | Langhorne | PA | 07/2018 | 02/2020 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-18 |
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